MANAGED ACCOUNTS

Financial planning

Top-performing business development managers are seeing bonuses of up to 90 per cent of their salary as new investment products and advisers’ usage of managed accounts me...

Financial planning

Up to three-quarters of financial advisers could be using managed accounts in the coming years, according to the latest Investment Trends/SPDR research....

Financial planning

Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP. ...

People & Products

Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...

Financial planning

Over half of advisers are now using managed accounts with their clients, according to Adviser Ratings, a rise of 50 per cent since 2019....

Funds management

Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volat...

People & Products

Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...

Financial planning

Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management. ...

Funds management

IMAP’s census of managed account FUM has risen by 9.8 per cent to $161.9 billion in the first six months of 2023....

People & Products

Announcing record profits of $67.2 million and an increased market share of 6.7 per cent, the firm intends to relaunch an upgraded Core product in September targeting cos...

People & Products

John Nicoll, national head of sales at Zenith, has taken up a new role at portfolio construction and consulting company InvestSense. ...

Financial planning

Speaking to Money Management, Mason Stevens’ CIO, Jacqueline Fernley, has discussed the three key things advisers need to consider when working with an outsourced asset c...

People & Products

BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super. ...

Editorial

In this week’s episode, Infinity Asset Management’s chief investment officer, Piers Bolger, shares his insights on BHP, Westpac, Afterpay, managed accounts and the market...

Funds management

Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management. ...

 

MARKET INSIGHTS

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

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Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

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Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

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The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

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